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September 5, 2024

LIAM: Ensure Your Clients’ Peace of Mind with an Annual Life Insurance Checkup

When was the last time you did a life checkup with your clients?

An annual “Life Checkup” can uncover your clients’ ever-changing life insurance needs. Insufficient coverage has grave consequences for countless families. By conducting an annual “Life Checkup”...

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  • July 17, 2024

    The Shackles are Broken

    On May 7, 2024, the Federal Trade Commission (“FTC”) published the Non-Compete Clause Rule (“the Ruling”), in which the FTC states that non-compete clauses are an…

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  • July 17, 2024

    What is a Market Value Adjustment (MVA)?

    When it comes to understanding how annuities work it is important to be aware of the various features that are typically on an annuity contract. In…

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  • July 17, 2024

    MYGA Rate Change

    Due to a changing interest rate environment, the following adjustment was made on Wednesday, July 17: RetireMax Secure 5 decreased from 5.40% to 5.15% Green Mountain…

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  • July 11, 2024

    Connelly v. United States Training Webinar

    In a unanimous decision, the United States Supreme Court ruled that life insurance proceeds received by a corporation to redeem shares of a deceased owner are…

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